TL

Tirschwell & Loewy Portfolio holdings

AUM $731M
1-Year Est. Return 15.45%
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$601M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$1.24M
3
+$1.16M
4
XRAY icon
Dentsply Sirona
XRAY
+$1.08M
5
WFC icon
Wells Fargo
WFC
+$769K

Top Sells

1
+$6.2M
2
+$6.01M
3
+$798K
4
HSY icon
Hershey
HSY
+$772K
5
CPB icon
Campbell Soup
CPB
+$575K

Sector Composition

1 Healthcare 43.25%
2 Industrials 11.78%
3 Technology 10.91%
4 Consumer Staples 7.78%
5 Financials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.78M 1.63%
77,512
-50
27
$9.46M 1.57%
22,535
+45
28
$8.9M 1.48%
141,141
-1,300
29
$8.74M 1.45%
72,976
-115
30
$8.74M 1.45%
61,584
-338
31
$7.94M 1.32%
179,300
+17,375
32
$7.85M 1.31%
274,921
-4,650
33
$7.41M 1.23%
106,405
+150
34
$5.9M 0.98%
179,991
+1,400
35
$5.37M 0.89%
63,652
36
$5.24M 0.87%
+123,115
37
$5.03M 0.84%
68,934
-3,175
38
$3.7M 0.62%
62,203
-943
39
$3.19M 0.53%
67,195
-80
40
$2.83M 0.47%
55,235
41
$2.82M 0.47%
44,138
-400
42
$2.62M 0.43%
50,305
-80
43
$2.54M 0.42%
98,965
-1,000
44
$2.52M 0.42%
37,699
-1,380
45
$2.24M 0.37%
25,692
46
$2.02M 0.34%
27,200
47
$1.87M 0.31%
14,500
48
$1.84M 0.31%
37,463
-800
49
$1.83M 0.3%
12,052
50
$1.71M 0.28%
29,600
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